Simplifying the financial world for a creative society.
Our Vision
SIMPLE PROCESS
Advanced
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Tax analysis and strategy
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Connection and Collaboration with Professionals in areas of need (estate planning, taxes, business planning, etc.)
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Quarterly Check-Ins (your preferred meeting engagement)
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Retirement analysis and planning
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Business account audits (buy/sell, 401k, health insurance, etc.)
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Annual review meeting
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Semi-annual check-in (conference call / FaceTime)
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Client appreciation events
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PLUS ALL OF THAT!
Basic
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Personal Financial Website (Provides budgeting tools and aggregation of accounts)
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Risk Analysis
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Needs Analysis
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Future projections and suggestions
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Annual investment account review
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Annual review meeting
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Semi-annual check-in (conference call / FaceTime)
While our desire is to have a close relationship with all of our clients, we understand that a financial planning fee isn't for everyone. If you know what you want and simply need some objective advice- we'll help make that simple too. You can send your information to us in advance, schedule a call/meeting.facetime with an advisor to review your options, and make a decision. No drawn-out processes and meetings. Did you just have a baby? Feel it's time to consider life insurance? No problem. What about all of you who just started a new job? Need advice on how to manage your old 401k? Let us help!
OUR SOCIETY
Jim Cooney,
CFP ® FSCP ®
CERTIFIED FINANCIAL PLANNER™ Professional
Financial Services Certified Professional
Tel: 646-647-2175
CONTACT
SIMPLE
SOCIETY
OUR ADDRESS
Questions? Concerns? Comments? Reach out!
“Securities and Investment Advisory Services are offered through Registered Representatives of Hornor, Townsend & Kent, LLC. (HTK). Registered Investment Advisor, Member FINRA/SIPC. 2 Park Ave, Suite 300 New York, NY 10016. Simple Society and other listed entities are not affiliated with HTK.” 212-697-1355. 2082624AL_AUG20
